Commit Graph

258 Commits

Author SHA1 Message Date
Danglewood
13c8dd7bb3 Adds Intro Guide to QA menu (#2273)
* Adds Intro Guide to QA menu

* Spelling

* fixed formatting of bulleted list
2022-08-08 16:28:01 -04:00
montezdesousa
9ff9d121a8 Rename ecocal to events and fix categories filtering (#2268)
* fix investpy categories filter

* change ecocal to events

* update website doc

* rewrite menu help test

* update menu command description

* update main.yml

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-08-08 14:19:33 +01:00
Theodore Aptekarev
775d218891 Add parser for input command arguments (The Forward Slash PR) (#2064)
* Add helper command to filter unix paths and other edge cases

* Remove sort argument filtering from parsing

* Make --file arg mandatory for loading files

* Refactor queue parsing logic

* Enable adding controller level input parsing filters

* Remove the github repo path hack because it's not needed anymore

* Fix typos and line length linting

* Update unix path parser to match known extensions

* Update oss custom filters to not require space after slash arg

* Fix tests and failing linters

* Add pre-commit hook to check for reserved arguments validity

* Fix tests

* Fix finviz compare screener tests

* Fix screener test

* Fix screener test

* Fix float representation in pd dataframe on finviz screener tests

* Update test records

* Update test records

* Remove explicit float formatting in tests

* Update tests

* Remove prepending file argument

* Update long arguments that have lost their short default to file

* Update arguments in docs

* Update portfolio test data

* Fix econometrics/desc throwing error on empty df and fix tests

* Update tests

* Fix econometrics load autocompletion

* Fix portfolio tests giving different results every time

* Allow loading openbb scripts from arbitrary path

* Fix passing path as a terminal argument

* Fix guess game being case sensitive

* Silence bandit warning about using pseudo-random generators

* Update gov tests

* Fix screener sort fields that have forward slash

* Make controllers apply custom argument filters on entry

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-08-05 12:51:23 +03:00
Theodore Aptekarev
507cbfab39 Small fix (#2240) 2022-08-03 07:48:45 -04:00
James Maslek
64d4f22753 Clenow Volatility Adjusted Momentum (#2180)
* Add this clenow volatility momentum thing

* Hugo + FIx controller

* clean up

* mypy fix

* Add to menu and dont show header

* menu testing

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-26 13:09:21 -04:00
northern-64bit
9034055c6f Fix portfolio metrics (#2116)
* Fix portfolio metrics

* Linting

* Fix beta calculation and thus jensens alpha

* Fix tests

* Fix linting

* Final linting

* Linting

* Add in table with info about the metrics

* Spelling

* Fixes everything mentioned

* Linting

* Final linting

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-26 15:05:01 +02:00
asymness
9f91cf8ae8 [Bugfix/TradeBalance] Fix parameter name for TradeBalance and handle 'null' response from EconDB API (#2179)
* Fix parameter name for Trade Balance

* Handle the case of 'null' response content with OK status code

* Change TBFR parameter name to TB in hugo docs
2022-07-26 13:23:35 +01:00
Alex Willis
a768e545a8 Added a Historical Beta Regression Plot (#2145)
* beta function initial commit

* Used pct returns instead of raw returns

* beta function initial commit

* Used pct returns instead of raw returns

* Moved beta from stocks/ca to stocks/qa

* Updated tests for stocks/qa/beta

* Added hugo docs page for stocks/qa/beta

* Updated beta docstrings and added graceful exit on bad ref ticker
2022-07-26 13:23:08 +01:00
Jeroen Bouma
f3a6a11788 Survey command and info, more documentation and bugfixes (#2174)
* Add survey command

* Add link to survey within docs

* Change exit message to include survey

* Grammar

* Little tiny mistake

* Add in documentation for settings, featflag and sources

* Details

* Add width and height

* Fix survey not working

* Add static method and change 2-minute

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-07-26 13:00:34 +03:00
jose-donato
cace78c242 Replace crypto exchange apis with CCXT (#2158)
* ccxt added

* updated text

* added docs, tests

* updated requirements

* didier requests
2022-07-26 10:04:44 +01:00
jose-donato
9d0bf694f6 Fix 2099 - add crypto funding rate (#2159)
* added funding rate feature to dd menu

* didier changes

* tests
2022-07-26 00:23:34 +01:00
James Maslek
66f05b83c0 Add chains via yahoo finance (#2176)
* Add chains via yahoo finance

* Fix existing tradier  test

* Update chains hugo

* test options controller

* business_insider_view tests

* test yfinance view
2022-07-25 22:47:46 +01:00
Vinnie117
37c3025382 Update GST to OpenBB in _index.md (#2157) 2022-07-24 19:20:07 +01:00
jose-donato
045168e5a2 Updates crypto load docs to match last load refactor (#2154)
* fix load docs

* fix vol days
2022-07-24 15:06:56 +01:00
DidierRLopes
0b0a4839a7 Update copy for docs on Why free (#2153)
* Make sec fillings link clickable in report

* update copy

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-24 12:07:25 +01:00
Pietro Monticone
69baae4889 Fixed a few typos (#2136) 2022-07-22 18:01:11 +01:00
Raphael Coelho
a26edfbfe3 Update _index.md (#2135) 2022-07-22 18:01:00 +01:00
Jeroen Bouma
0d90df7d63 Add in Portfolio Guide and update the Getting Started guide (#2118)
* Add in Portfolio Guide

* Update _index.md

* Remove images

* Grammar

* Add why free text and other details

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-22 12:19:23 +02:00
northern-64bit
64fcbc6acd Integrating the fmp submenu into the fa menu + plotting + ratios (#2102)
* Moving changes from previous pr to new branch with working tests

* Fix website

* Tests : stocks/fundamental_analysis

* stocks/fundamental_analysis/fa_controller : fix bug

* Fix requested changes

* Fix linting

* Fix warnings

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-21 09:21:11 +02:00
montezdesousa
ca4541053f Fix Economy/Plot - Does not read stored datasets properly (#2112)
* fix plot databases

* update website doc

* display stored datasets in one line

* add indent

* allow sequential storage of data

* fix menu string

* prevent appending empty dfs

* black

* silence warning
2022-07-20 10:55:09 +01:00
Dylan Cole
f05676b79a fix typo - change 'seaarch' to 'search' (#2114)
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-19 22:58:54 +01:00
Theodore Aptekarev
b90025555b Remove defirate scraping (#2113)
* Remove functions based on defirate scraping

* Update docs

* Update tests
2022-07-19 19:40:08 +03:00
montezdesousa
82b6411cab remove cumulative returns functionalities (#2103)
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-07-18 18:50:59 +03:00
Jeroen Bouma
73a31f8f00 Add buttons linking to the installation page (#2086)
* Add in Install Terminal link

* Add in CSS and HTML for a button that links to terminal installation

* Because Jose said so

* Jose forced me to

* Last change forced by Jose

* No rel:
2022-07-14 14:52:20 +02:00
Jeroen Bouma
0fa9936651 Add in DeFi, DD and NFT guides from the Crypto menu (#2083)
* Url fix

* Add in Crypto DD Guide

* Add in NFT Guide

* Add in Messari

* Typo

* Add in DeFI Guide

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images

* Fix links

* More fixes

* Spelling

* Let links open new page instead

* Fix another link:
2022-07-13 14:45:11 +01:00
Jeroen Bouma
05e809a881 Add Crypto discovery, onchain and overview menu (#2073)
* Add onchain, ov and disc pages

* Fix broken links

* Fix links

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images
2022-07-13 06:58:04 +02:00
montezdesousa
4c0b1135a9 Economic calendar command (#2043)
* add ecocal command to menu

* add menu legend

* run black and pylint

* fix date input

* add command to main.yml

* sort and remove duplicates

* run black on model

* fetch user timezone automatically

* remove tz option and None displays

* adds choices to controller

* fix dates corner case

* create test for get_economic_calendar

* write tests for investingcom_view

* fix ycrv model

* remove unused imports

* rewrite expected for economy print help

* rewrite expected for portfolio model

* fix linting

* fix linting

* try to pass pylint again

* create _index.md

* complete docstrings

* rewrite expected  on portfolio model

* Update _index.md

* Update _index.md

* change -i default to all

* rewrite portfolio model and mark vcr

* run black on test changes

* revert changes on tests

* add limit to nr of events

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-12 16:22:48 +01:00
northern-64bit
89297fadc4 Adding new portfolio metrics (#2029)
* Making pa active + pa minor features

Makes pa actice and adds country to the df. The groupby command also gets percents of holding allocation. It also fixes warnings and prepares for a later pr that I'm currently working on.

* Fix linting

* black linter

* Fixes

Should fix everything

* Linting

* Making pa controller to base class standard

* Fix linting

* first metrics

* Adding calmar ratio

* Adding metrics to controller

* Linting

* Linting

* Test fixes

* Test fixes

* Adding tests

* Linting

* Restructuring added tests

* Linting

* Updating hugo website and fixing help

* Fixing commands

* Fix kelly criterion command

* Fixing tests

* Linting

* More linting

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-07 10:14:16 +02:00
Jeroen Bouma
b749d6e3c6 Improvements within the Terminal for the Documentation (#2048)
* Change about us to open_terminal_documentation

* Change the home menu to be more compact

* Make changes to menu layout and change bottom bar

* Change about command to send you to the documentation and add about to bottom bar

* Add in about choices to all menus

* Adjust wording

* Adjust the website to match terminal commands and make adjustments for common menus

* Update the website and small change to about command

* Small adjustment to about command

* Remove update command

* Add some more info about arguments

* Fix broken link

* Add pro tip

* Update keys to work well with about

* Fix some common paths

* Add back in the update command with exception if packaged application

* Remove update comment

* Fix all the things

* Make about more robust and also add in exe

* Make sure that there are actual commands and menus
2022-07-06 13:52:26 +01:00
northern-64bit
85ce998d57 Making the news command pretty with more data (#2045)
* Formatting news command

* Linting

* Linting
2022-07-05 23:31:24 +01:00
DidierRLopes
066d347c63 replace curve brackets by square ones (#2040) 2022-07-03 21:31:04 +01:00
Jeroen Bouma
a4d1d071ca Add in guide to Scripts & Routines (#2027)
* Small detail

* Add in Scripts guide

* Add template script

* Add Scripts to menu

* Update Scripts guide

* Add section on Scripts & Routines in the Getting Started guide

* Update _index.md

* Get rid of images
2022-07-02 12:06:24 +01:00
Jeroen Bouma
c98c467e47 Add in Economy Guide to the website (#2016)
* Add in Economy Guide (WIP)

* Add in Example text

* Update _index.md

* Remove images

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-30 15:47:01 +02:00
Jeroen Bouma
d0aaa9ab5e Add in Cryptocurrency guide and remove the old 'Guides' folder (#2015)
* Add in Crypto guide

* Remove redundant folder

* Fix links
2022-06-30 14:01:41 +01:00
Jeroen Bouma
ddef89d115 Add in Forex Menu guide and apply redirect to a terminal page that shouldn't exist (#2011)
* Add redirect

* Add in Forex guide

* Update _index.md

* Remove images

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-30 09:35:14 +02:00
Danglewood
2e7b54205f Adds Stocks/DD Guide (#2001)
* Adds Stocks/DD Guide

* Demo routine for the Stocks/DD menu

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-28 16:28:35 +01:00
Danglewood
d23d8dd698 Fixed typo - SCI --> SIC (#2000) 2022-06-28 10:49:53 +01:00
Danglewood
9d75692af4 Fixed bad URL to options screener intro (#1990) 2022-06-26 01:51:08 +01:00
Jeroen Bouma
a4de5763e6 Add in Introduction to Funds guide (#1979)
* Small fixes

* Add in Introduction to Funds page

* Update _index.md

* Delete images and fix some grammar

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-24 10:10:58 +02:00
Danglewood
1bab55cf71 Adds an Introduction Guide to the Fundamental Analysis Menu (#1982)
* Adds an Introduction Guide to the Fundamental Analysis Menu

* Adds Demo Routine for the Fundamental Analysis Menu
2022-06-23 13:31:35 +01:00
Danglewood
14c599e4ec Adds Introduction Guide to the Technical Analysis Menu (#1964)
* Adds Introduction Guide to the Technical Analysis Menu

Adds a guide for the Technical Analysis menus. Routine file to come.

* Adds demonstration routine for the Technical Analysis menu

* linter typo

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-06-21 23:18:03 +01:00
Jeroen Bouma
1752f98667 Add in Econometrics guide and routine (#1966)
* Add in Econometrics guide and routine

* Update _index.md

* Remove images

* Typos

* More details
2022-06-21 23:17:15 +01:00
Jeroen Bouma
0e8fed9795 Add in Introduction to ETFs (#1973)
* Add images, update some docs, add in introduction to ETFs

* Also update the menu

* Update _index.md

* Delete images
2022-06-21 23:13:53 +01:00
Danglewood
aa53f4967f Adds Introduction Guide to Stock Screener (#1950)
* Adds Introduction Guide to Stock Screener

Adds Introduction Guide to Stock Screener

* adds a demo routine for the Stock Screener

* Improved Discovery Menu Demo Routine

* Improves functionality of autocomplete by changing value field to use underscore instead of dash

* black

* spelling

Co-authored-by: james <jmaslek11@gmail.com>
2022-06-18 10:38:51 +02:00
Danglewood
7486e7ff86 Adds Introduction to the Stocks Insider Trading Menu (#1931)
* Adds Introduction to the Stocks Insider Trading Menu

Adds intro guide for Insider submenu.

* adds demo routine for the insider trading menu

adds demo routine for the insider trading menu

* adds demo routine for the Government Menu

adds demo routine for the Government Menu

* Adds Introduction to the Government Menu

adds guide for the Government menu.

* Linter

* Removed sentence

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-17 11:39:15 -06:00
Sam Kerr
497324d75f Preferred data source for a given command and help docs for any command (#1928)
* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Forex controller

* Tests : Fixing `parse_known_args_and_warn` issue

* Comparison Analysis controller

* Tests : Comparison Analysis

* Tests : Stocks/DarkPoolShorts + Stocks/Options

* Tests : fix call_load tests

* Linting : fixing line size

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-06-14 20:23:55 +02:00
Sam Kerr
9a79e9e992 Update docs for the load command (#1941) 2022-06-14 02:17:46 +08:00
Theodore Aptekarev
79e9275ccf Release/1.5.0 (#1926)
* Add more build assets and all notebook checkpoints to ignore

* Delete old reports that were accidentally added to the repo

* Fix portfolios not bundling

* Add mac installer image assets

* Update license

* Make the code folder hidden in macOS package

* Add folder and launcher icons programmatically during build

* Change dmg creation tool to create-dmg

* Update macOS installation docs

* Bump project version

* Update macOS installation instruction image links

* Fix macOS installation instructions styling

* Unify macOS install instructions image size

* Point download links to the website vs github

* Fix macOS launcher self-quarantine command

* Fix routines not launching in packaged apps

* Fix .openbb test mode not displaying filenames during test run

* Remove file with weird apple character in path
2022-06-10 21:32:13 +02:00
Danglewood
c377cbf776 Adds Introduction to the Options Menu Guide (#1919)
* Adds Introduction to the Options Menu Guide

updates the Hugo site to include Options Menu Guide.

* Removed double title at the start

* Removes the double title at the beginning

* Adds Introduction to the Pricing Submenu

Adds the guide for Options Pricing Submenu.

* Options Menu Demo Routine

adds a demo routine for the options menu

* small correction

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-10 11:33:00 -04:00
Sam Kerr
15846387a1 Use returns for correlations in hcorr (#1925)
* Use returns for correlation

* Uses returns and has lots of other print messages now

* Clean up the code some

* Remove spurious imports

* Update the help messages

* Update for black syntax errors
2022-06-10 09:06:58 -04:00